Liz Gillette

Liz Gillette, CFP®, is a financial professional with extensive experience in the wealth management industry. Currently, as the Founder and Senior Financial Advisor at Curio Wealth, Liz specializes in partnering with ambitious individuals and couples in their 30s and 40s, helping them navigate financial complexities and achieve their goals. Previously, Liz served as a Financial Advisor at Bay Point Wealth, focusing on clients in the early to mid-stages of their careers. Earlier roles include Director of Planning & Innovation and Financial Planner at MainStreet Financial Planning, where Liz enhanced collaboration and engagement within the firm, as well as Financial Planner and Director of Client Services at Lifetime Wealth Planning and Management, where Liz contributed to significant growth in assets under management. Liz began a career in business development with The CSI Companies, earning recognition for outstanding performance. Educational credentials include a BBA in Marketing from The George Washington University and a CFP® certification from Northwestern University.